Curt Hall is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Wells Fargo Advisors in 2018. Outside of his advisory work, he serves as treasurer for the Fisher Middle School PTSA in Greenville, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a comprehensive range of planning solutions supported by Wells Fargo research and tools.

Monica Jaramillo Tatis is a financial advisor with Morgan Stanley in Charleston, SC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Tranzact, and as an independent life insurance broker. Outside of finance, she is the sole proprietor of Kakaw LLC, a chocolate-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and diverse investment strategies, providing advisory services without individual security recommendations as part of its standalone planning program.

Tyler Tenaglia is a financial professional with Cetera, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Commonwealth Financial Group, BNY Mellon, and other firms. Outside of his advisory duties, he provides consulting services through his own company, TTKG Consulting, LLC, focusing on financial modeling related to physical real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management across multiple custodial relationships.

Whitney Dieter is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Merrill, where she has worked since 2021. Her prior roles include positions at SunTrust Advisory Services and Wells Fargo Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Daniel Strecker is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2008. He is the sole owner of Drecker Holdings LLC, which supports the expenses and daily operations of his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Philip Blevins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1983 and has more than 36 years of experience in financial and wealth management. His focus has been on market analysis and portfolio management, with primary responsibilities including investment research and managing client investment portfolios. As a qualified Portfolio Manager, Philip provides traditional financial advice and guidance while helping clients pursue their objectives through personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party options. When working with clients in the firm’s Investment Advisory Program, he may manage strategies on a discretionary basis. Philip holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Dematha High.

Donald Meade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 29 years of industry experience. His prior work includes roles at MML Investors Services, MassMutual, and VOYA Financial Advisors. Outside of his advisory practice, he serves as a baseball coach in Charleston, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Ronald Cain Jr. is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He has held various roles within the Wells Fargo organization since 2009. Outside of his advisor role, he is involved as a trustee for multiple family trusts and holds a significant ownership stake in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Abigail Capasso is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Todd Lowen is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he collaborates with clients to develop financial plans tailored to their unique needs and goals, focusing on actionable steps and consistent follow-through to help clients achieve their objectives. Todd has accumulated extensive experience at Fidelity Investments, holding various positions since 2015, including Investment Consultant, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Portfolio Advisory Service Representative. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional work, Todd has personal interests that include board games, football, music, and parenthood.

Broderick Michael Kelly is a Financial Advisor with the Clore Kelly Group based in Albany, New York, operating under Merrill Lynch Wealth Management. Since joining Merrill in 2018, Broderick has focused on investment management aimed at helping clients achieve their retirement lifestyles and multi-generational wealth goals. Broderick began his career in the financial services industry in 2014. He holds a Bachelor of Business Administration degree with minors in Economics and Marketing from High Point University, where he graduated in 2016. Prior to joining Merrill, he worked as an Administrative Assistant to an investment banking team at Goldman Sachs and later as a Client Associate at Merrill Lynch in Manhattan. Broderick holds the Personal Investment Advisor (PIA) designation. He engages with clients on areas including family wealth management strategies, legacy planning, retirement income, and portfolio management services. His personal interests include boating, camping, football, golfing, reading, skiing, soccer, spending time with family, traveling, and watching movies.

Erin Byer is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Perlmutter is a financial advisor at Edward Jones in Charleston, SC, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Berlins Restaurant Supply, Rising Tide Marketing, and Hamilton Management Services Company. Outside of advising, he is involved in managing several rental properties and assists with real estate transitions through 2M Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Alexander Roliczek is a Series 66-credentialed financial advisor with three years of industry experience, currently associated with Cetera. He has held roles at multiple firms including Commonwealth Financial Group and Securian Financial Services Inc. Outside of advisory work, he has experience in fixed insurance sales and financial services. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

James Mellette III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1996. Outside of his advisory role, Mellette serves as a steward for the High Hills of Santee Historical Society, participating in meeting organization and membership oversight. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Roger Mulhern is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning services.

Ashley Carter is a CFP® professional with 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Herschel Harvey. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Rogers is a Wealth Management Advisor with Merrill Lynch Wealth Management, working with the Chakeris Group in the Charleston, SC area. He has been with Merrill Lynch since 2017. In his role, Thomas focuses on assisting clients with various financial planning needs including education planning, family wealth management strategies, managing new wealth, retirement income, and socially responsible investing among others. His approach involves understanding each client's individual priorities and concerns to develop tailored investment strategies aimed at achieving their desired retirement lifestyle. Thomas holds a B.S. in Financial Management with a corporate emphasis and a minor in accounting from Clemson University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds Series 7 and 66 FINRA registrations. He also has designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas values building long-term relationships based on trust and transparency, and he is dedicated to educating his clients to help them make informed financial decisions. Born and raised in Charleston, Thomas enjoys being back in the Lowcountry. Outside of work, he spends time with his wife, Tanner, and they enjoy outdoor activities such as boating and golfing. He is passionate about Clemson athletics and is a member of the Clemson Young Alumni Association. Thomas is also involved with the American Red Cross.

Tyler Scott is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bank of America, Thrivent, and Lucas Concrete Products, as well as employment at Sewanee: The University of the South and South Mecklenburg High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jyh Yee Lan is a Wealth Management Advisor with over four decades of experience in the financial services industry. She has been with Merrill Lynch Wealth Management since 1982, providing personalized financial advice that addresses a broad range of client needs and objectives. Jyh focuses on helping individuals, families, and businesses navigate the complexities of the financial marketplace to achieve both their financial and life goals. Her expertise includes education planning, liquidity management, managing new wealth, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Jyh holds a bachelor's degree in Finance from The Ohio State University. She maintains professional designations that include CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support her ability to develop and refine strategies that evolve with changing market conditions. Jyh is also active in community organizations such as The Ohio State University Foundation, Wing’s Charitable Foundation, and The American Revolutionary War Museum. Outside of her professional work, Jyh enjoys biking, cooking, golfing, spending time with her family, and traveling.